Skip to Main Content
 
ADD A NEW IDEA

E-Closing Core

Showing 262

Editable/live WORD doc within File Summary

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Run Report per closer instead of just team

Running a weekly report per closer and not just per team. There is not an easy way to split closings.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Sending Documents

I wish there was a way to combine all the documents together so, when I send a closing package, it shows as ONE package/link to my closer.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Sales Rep or business development office as an internal tag

It will benefit title companies in that will easily track the sales rep responsible for bringing in the the new title transaction
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

moving the ? information link to another area of the screen.

I recommend that you move the ? mark on the right bottom of the screen to another location. I am having trouble to move down the pages because the ? gets on my way.
Guest about 2 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Loan Amount Changes - Lender Self Serve (5-10%)

Ability for lenders to change the loan amount, capped by a certain percentage, and then regenerate a title package through the closing portal, which would give them an updated commitment and Prelim Closing Disclosure.
Guest over 4 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

Buyer only option

There is an option for Seller only, and we would like to see an option for Buyer only, this will enable us to track our Buyer Rep files.
Guest about 2 years ago in E-Closing Core / New Features 5 Duplicate / Existing Functionality

Ability to Talk Type similar to how you can in Word or Outlook

Word and Outlook give you ability to click microphone and talk the text in lieu of typing.
Guest about 2 years ago in E-Closing Core 0 Will Not Implement

Page numbers at the bottom of the whiteboard

It would be great if we didn't have to scroll all the way to the bottom to access the next page on the whiteboard. If the page numbers could be frozen at the top of the screen so that as you scroll down it stays visible at the top that would avoid...
Guest over 4 years ago in E-Closing Core 0 Future Consideration

Add Multiple Bar Codes to Document Packages

We use many of the same bar codes for each file (e.g., Deed to Record, Mortgage to Record, Post Closing Checklist). It would be very helpful to be able to have all required Bar Codes print out with all other documents in a Document Package.
Guest about 2 years ago in E-Closing Core / Enhancements 5 Duplicate / Existing Functionality